Check purchase requests, send orders, bundle finance records. Every one is ready to run, and you can adjust it in plain language.
Give requesters clear form corrections before purchasing review.
Requesters get a clear list of missing details on their purchase forms and a notice to update them, so your coordinator can move past the chase.
Apply cost center rules when assigning purchase approvals.
Purchase requests reach the manager responsible for their cost center. Your team can see why that manager received the card.
Flag supply risks beside draft orders for review.
Get draft purchase orders for missing materials on upcoming ServiceM8 jobs, with job notes that flag gaps before crews start work.
Surface request gaps before managers review purchases.
Your requesters see the fixes their purchase requests need before managers spend time reviewing them.
Surface budget shortfalls before your team routes purchase approvals.
See how pending purchase requests fit your remaining budget before approval, with any shortfall written on the request.
Prepare unsent replenishment orders for supplier and price review.
Get draft purchase orders after warehouse counts. Review supplier groups, quantities, prices, and expected arrival dates.
Remind the approvers holding up supplier purchase decisions.
Your approvers get a focused reminder on the open task, so you spend less time chasing overdue purchase decisions.
Keep budget balances current on requests awaiting approval.
Your reviewers can see a current budget balance beside pending purchases before deciding, with a fresh note when the figure changes.
Show which supplier approvals are waiting for a W-9.
Suppliers know which form to send, and your approval cards show why they are waiting.
Send incomplete purchase requests back with specific questions.
Your budget owners get clearer purchase requests, and requesters know exactly what to add before review can continue.
Flag material purchase changes for authorized review.
Your reviewers see what changed since the last approval and get the revised order for a fresh decision.
Show price changes on open requests and alert buyers at target cost.
See how product prices change while purchase requests stay open, and get an email when a listed price reaches your target.